Investment Q&A

Q: At present What would be your top six stocks to buy for a 90,000$ TFSA contribution for sustainable growth.Any suggestions as to how to stage the purchase.?
Thank you for your remarkable service,Andrew

Q: I would like to put some money to use. I have put the above list together. Can you rank which ones you would purchase from 1st to last?

Thanks

Q: What are you 5 favorite US and Canadian companies to invest in for 3 years RAK

Q: You made the following comment in answer to Stephen R. April 5th: "On the other hand, BKNG tracks pretty closely with the health of consumer spending as its revenue source is directly related to travel spending, which is expected to experience a slowdown in the near term."
Could you please expand a bit on the theme of travel expected to experience a slowdown in the near term. Could you include your reason/sources for saying this and your definition of "near term" . As always, thank you.

Q: If you could only buy one of these companies for long term growth which would you make the case for? Obviously AMZN is an order of magnitude larger. They are both slotted into the consumer discretionary sector, but how closely do you see them tracking to the factors that would move that sector? Do you foresee AMZN initiating a dividend one day? Does any other U.S. name stand out to you that you vastly prefer? Thanks for your thoughts.

Q: Why the big drop on ELF?

Q: Post your earlier comments on UlTA….do you see this as buy,sell,hold?

Q: Hi Peter and 5i,
What is happening with ULTA today? Down 11.5% as I write this.
Thanks so much for the update.

Q: This stock is up 3.1% YTD and 17.6% 1 Year.

Not a bad performance but certainly underperfoming the general market.

There are a lot of excellent companies on New York and Nasdaq that have a much steeper growth profile than QSR.

If you were to look at the universe of their consumer segment of the market which US company do you feel would have the highest growth potential over the next 3 years. (Other than SBUX)

With thanks


Sheldon

Q: Ulta has been beat up most recently…Can you comment on it specifically and offer any thoughts on adding?

Q: Hi -

It's usually enough to read the answers to other questions, but thought I would finally ask one. I am down on the three companies above. I am relatively new to investing and started in 2021 at all time highs. Being new to the stock market, it was interesting to watch some of my shares go down but for most part I am confident they are good long term and it is much more fun watching them go back up! I'm about 10 years away from retirement and for the most part plan to hold long term. Would you consider any of these a sell (PARA?), and add any of the following today...AVGO, HD, SBUX, AAPL. What would a few of your highest conviction US companies (any sector) be if not adding to those mentioned (already own MSFT, GOOGL,V). If considered a hold, I do have some cash to add or start a new position. I've been watching CROX, but just not purchased yet.

Thank you! Always enjoy reading the questions and monthly report updates.

Q: Thoughts on ULTAs recent quarter?

Q: Thank you for all you do. You are lowering my retirement age and it is greatly appreciated. Can you please rank the above consumer discretionary stocks?
Thanks again.

Q: May you provide an update on POOl. It was a frequent mention of your’s in the past.

How compelling does it appear currently?
Where does it rank in your favorites in the US consumer discretionary picks? If possible, suggest your ingest conviction names and include your ranking.

Thank you for your excellent service, as usual.

Q: I’m trying to pick three companies from the list above to purchase as part of a balanced fund for the long term.
Which three would you recommend? Thanks

Q: My wife and I have accumulated a fair amount of cash in our RRSP we would now like to invest. We have at least 5 years time horizon. We are well represented in Oil, Banks, Tech., financial. We have some reits as well. Not much retail or healthcare. We like growth and dividends and not too concerned about higher weightings in the right industries (we are considering more banks and tech, as well as minerals for batteries). We have about 40K which is about 10% of our portfolio. What would you consider good value right now? It seems many tech stocks are priced very high right now so would you avoid tech at the moment? Can you suggest 5 value stocks? Thanks.

Q: Hi Peter and 5iresearch team:
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.

1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.

Thank you for the great service.

Q: 1. What percentage do you advise allocating to discretionary sector.
2. Included are non-US names because of pricing power/ controlled supply. If I missed any from your favs, please add to the list.
3. Recently you answered my question on industrial stocks based on
a) core [large, defensive names]
b) high growth regardless of size
c) recent strength and positive momentum.
Applying that to my list of discretionary stocks, please rank in each category (1-3, with 1 strongest)
Thanks
Sam

Q: I have to raise some cash, and have to sell the equivalent of one of the above positions, all up various amounts from 10% to 60%, but all have about the same market value. All healed in TFSA. Considering growth only with a multi-year hold, what do you suggest - trim all three, trim two, or sell one full position, and if so which do you suggest. Thanks!

Q: If you were to list favourite US and Cdn companies with the added criteria of high cash flow and significant stock buybacks what would they be?